Recent Episodes

In my conversations with clients we talk about a wide variety of topics such as getting clear on financial goals, getting financially organized, building a budget and financial statements, insurance, estate planning, income taxes, retirement planning, college funding, investment management, and more. Whenever talking about risk management I made it a habit of making identity protection part of the conversation, but did not really know where to go with the conversation other than suggesting a subscription to an identity and credit monitoring service such as Life Lock or one of the many companies in their space. Today I’ll talk with Carrie Kerskie, an expert on the topic of identity fraud. In particular, we’ll talk about what to do before, during, and after a security breach related to your identity.

This may be my debut podcast episode, but it certainly is not my first rodeo on when it comes to delivering financial planning advice to Gen X-ers and Millennials. Episode #1 of Gen X & Millennial Money Radio will be short and sweet, providing you with a little bit of information regarding myself, my background, and what is to come in future episodes.